William Gauldin (CRD# 6971166) is an Investment Advisor Representative working at Equitable Advisors, LLC in Southport, NC and has over 2 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Apr 2023 - Current | 1 |
| Fidelity Investments | Tampa, FL | Jul 2022 - Mar 2023 | < 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Apr 2021 - Jun 2022 | 1 |
| Robert Half | Charlotte, NC | Sep 2020 - Mar 2021 | < 1 |
| High Point University | High Point, NC | Aug 2016 - Sep 2020 | 4 |
| Red Ventures | Charlotte, NC | Jun 2020 - Aug 2020 | < 1 |
| Laidlaw LLC | New York City, NY | Jun 2019 - Aug 2019 | < 1 |
| Bernhardt Furniture | High Point, NC | Sep 2018 - Sep 2018 | < 1 |
| Laidlaw LLC | New York City, NY | Jun 2018 - Aug 2018 | < 1 |
| Congressman David Rouzer | Washington, DC | May 2018 - Jun 2018 | < 1 |
| Costal Cremations | Wilmington, NC | May 2017 - Jul 2017 | < 1 |
| Sunset Slush | Oak Island, NC | May 2012 - Aug 2016 | 4 |
| Provisions Company | Southport, NC | May 2016 - Jul 2016 | < 1 |
| South Brunswick High School | Southport, NC | Aug 2012 - Jun 2016 | 3 |
| Ballantyne Country Club | Charlotte, NC | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- FL
- NC
- VA
-
Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
-
Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.